IRAs

Should You Convert to a Roth IRA

Individual retirement accounts (IRAs) come in two flavors: traditional and Roth. You can convert a traditional IRA to a Roth IRA but will it be to your benefit? Read on.

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Budget

Spring Clean Your Finances

Spring is an ideal time to take a look at your finances to make sure you’re on track for the rest of the year.

Here are some ways you can spruce up your finances this season.

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401(k)

Should I Rollover a Dormant 401(k)

If you have a dormant account from a previous employer, you may be wondering what you should do with it. Here are some things to consider as you work through your decision process.

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Annuities

Ask Aaron: Are Annuities Bad?

So which is it? Are annuities bad? Or are they all they’re cracked up to be? Let’s take a deeper look with Certified Financial Planner, Aaron Puckett.

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Financial notebook, plan, and coffee
investing

What Is Sustainable Investing?

How important is it to you that companies you invest in uphold certain ethical standards? Sustainable investing is a component of investing that is related to investors finding companies that align with their moral and ethical standards.

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